Schwab Strategic Tr sht tm us tres shares owned by Planned Solutions
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Schwab Strategic Tr sht tm us tres
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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $794k | 16k | 48.98 |
| 2024-06-30 | $755k | 16k | 48.13 |
| 2024-03-31 | $745k | 16k | 48.21 |
| 2023-12-31 | $714k | 15k | 48.45 |
| 2023-09-30 | $733k | 15k | 47.89 |
| 2023-06-30 | $748k | 16k | 48.06 |
| 2023-03-31 | $758k | 16k | 48.79 |
| 2022-12-31 | $1.6M | 34k | 48.24 |
| 2022-09-30 | $1.9M | 39k | 48.27 |
| 2022-06-30 | $1.9M | 39k | 49.20 |
| 2022-03-31 | $2.1M | 43k | 49.54 |
| 2021-12-31 | $2.7M | 53k | 50.85 |
| 2021-06-30 | $11M | 220k | 51.22 |
| 2021-03-31 | $11M | 204k | 51.31 |
| 2020-12-31 | $7.7M | 149k | 51.39 |
| 2020-09-30 | $1.9M | 37k | 51.50 |
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